Detalus Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $597K | Buy |
6,219
+55
| +0.9% | +$5.28K | 0.17% | 74 |
|
2025
Q1 | $619K | Buy |
6,164
+13
| +0.2% | +$1.31K | 0.19% | 71 |
|
2024
Q4 | $548K | Buy |
6,151
+8
| +0.1% | +$713 | 0.18% | 70 |
|
2024
Q3 | $537K | Buy |
6,143
+3,184
| +108% | +$278K | 0.18% | 74 |
|
2024
Q2 | $210K | Buy |
2,959
+21
| +0.7% | +$1.49K | 0.07% | 138 |
|
2024
Q1 | $217K | Hold |
2,938
| – | – | 0.08% | 137 |
|
2023
Q4 | $213K | Buy |
2,938
+20
| +0.7% | +$1.45K | 0.09% | 134 |
|
2023
Q3 | $218K | Buy |
2,918
+19
| +0.7% | +$1.42K | 0.1% | 123 |
|
2023
Q2 | $237K | Buy |
2,899
+17
| +0.6% | +$1.39K | 0.11% | 125 |
|
2023
Q1 | $249K | Sell |
2,882
-142
| -5% | -$12.3K | 0.12% | 117 |
|
2022
Q4 | $269K | Buy |
3,024
+172
| +6% | +$15.3K | 0.13% | 110 |
|
2022
Q3 | $230K | Buy |
2,852
+15
| +0.5% | +$1.21K | 0.14% | 111 |
|
2022
Q2 | $256K | Buy |
2,837
+14
| +0.5% | +$1.26K | 0.15% | 95 |
|
2022
Q1 | $265K | Buy |
2,823
+14
| +0.5% | +$1.31K | 0.14% | 93 |
|
2021
Q4 | $250K | Buy |
2,809
+13
| +0.5% | +$1.16K | 0.12% | 102 |
|
2021
Q3 | $226K | Sell |
2,796
-605
| -18% | -$48.9K | 0.11% | 105 |
|
2021
Q2 | $272K | Buy |
3,401
+14
| +0.4% | +$1.12K | 0.14% | 93 |
|
2021
Q1 | $276K | Buy |
3,387
+14
| +0.4% | +$1.14K | 0.16% | 86 |
|
2020
Q4 | $263K | Buy |
3,373
+14
| +0.4% | +$1.09K | 0.17% | 82 |
|
2020
Q3 | $266K | Buy |
3,359
+13
| +0.4% | +$1.03K | 0.19% | 73 |
|
2020
Q2 | $235K | Buy |
3,346
+15
| +0.5% | +$1.05K | 0.18% | 82 |
|
2020
Q1 | $243K | Buy |
3,331
+14
| +0.4% | +$1.02K | 0.22% | 71 |
|
2019
Q4 | $255K | Buy |
+3,317
| New | +$255K | 0.19% | 84 |
|